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Client Services Salesforce
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Client Services Salesforce
Children Services
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Client Salesforce Overall Manual
I'm an Intake Specialist, Now What?
I'm an Ambassador, Now What?
I'm a SW, Now What?
I'm a FH/CH Leader, Now What?
I'm an Advocate, Now What?
I'm a Counselor, Now What?
I'm a CRS, Now What?
I'm a Vocational Training Manager, Now What?
I'm a Make Progress Leader, Now What?
I'm a Sustain and Grow Lead, Now What?
I'm a CLA, Now What?
I'm a CLL, Now What?
I'm a Campus Director, Now What?
I'm a Campus Admin, Now What?
Next Steps Make Progress Leader
I'm a VTS or VDT, Now What?
I'm a Retention Coach, Now What?
I'm a CAM, Now What?
I'm a Campus Director, Now What? (copied)
Getting Started
6 Articles
Searching for a Client
Assigning a Client to a Caseload
Logging In
Navigating a Client's Contact Page as a Case Manager
Accessing a Client's Active Program Engagement
Navigating the Children's Services Program Engagement Pages
Updating Client Information
6 Articles
Updating a Child's School Information
Updating a Client's Clothing Sizes
Updating a Client's Allergies
Updating a Client's Meal Accommodations
Indicating a Client Made a Decision for Christ
Indicating a Client has been Baptized while at Atlanta Mission
Client Notes
4 Articles
Creating a Case Management Client Note
Creating a SOAP Note
Add Files while Writing a Client Note
Using a Template to Write Your Note
Service Deliveries (Passes, MARTA, Referrals)
6 Articles
Recording Client Passes
Recording a MARTA Card
Recording a MARTA Card
Recording an External Community Referral
Recording Multiple Services at Once
View All Service Deliveries for a Particular client
Incidents (Strikes and General Incidents)
5 Articles
Recording Engagement Strikes
Recording General Incidents
Recording a DFCS Case
Printing Incidents
Adding Follow-Up Comments to an Incident
Assessments
2 Articles
Creating a Risk Assessment
Recording a Children's Assessment
Medications
1 Article
Viewing a Client's Medications
Children's Intake
1 Article
Helping a Mother or Guardian Fill Out the Children's Intake Form from Email
Files
2 Articles
Adding a Document to a Client's Files
Adding a Document to a Client's Clinical Files
VTAs
2 Articles
Creating a VTA
Updating a VTA
Client Discharges
1 Article
Discharge a Client from the Program
Jobs
2 Articles
Creating a Job
Creating a Job Organization
RingCentral for Salesforce
5 Articles
Logging into RingCentral for Salesforce
Making a Call through RingCentral for Salesforce
Logging a Previous Call in RingCentral for Salesforce
Sending a Text through RingCentral for Salesforce
Logging a Previous Text in RingCentral for Salesforce